Benchmark Financial Wealth Advisors, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 22, 2024), Benchmark Financial Wealth Advisors, LLC reported 90 stock positions worth $261.7 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 12.5% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 12.1%) and Schwab Intl Equity ETF (SCHF, 11.6%). Compared with Q4 2023, it opened 14 new positions, sold out of 3, added to 52 and reduced 21. The biggest buy was Nvidia (NVDA, shares +2%) and the biggest sale iShares Core S&P Small-Cap E (IJR, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- BOCA RATON, FL
- CIK
- 0001757706
- Portfolio Value
- $261.7M (Q1 2024)
- SEC Filing
- 0001757706-24-000004 ↗ filed Apr 22, 2024
Holdings Value
Holdings 90 stocks · $261.7M
| VTI VG Morningstar TS MKT ETF-US | 12.49% | 125,763 | $32.7M | Reduce -1.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 12.06% | 60,351 | $31.6M | Add +4.3% |
| SCHF Schwab Intl Equity ETF | 11.57% | 776,209 | $30.3M | Add +5.1% |
| ITOT iShares Core S&P Total U.S. | 8.73% | 198,234 | $22.9M | Add +0.7% |
| COWZ Pacer US Cash Cows 100 ETF | 4.60% | 207,082 | $12.0M | Add +9.4% |
| IJR iShares Core S&P Small-Cap E | 4.43% | 104,864 | $11.6M | Reduce -5.9% |
| XLV SS Health Care Select Sector | 4.06% | 71,973 | $10.6M | Add +5.4% |
| IWY iShares Russell Top 200 Grow | 3.23% | 43,375 | $8.5M | Add +29.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.66% | 27,852 | $7.0M | Reduce -2.1% |
| AAPL Apple Inc. | 2.46% | 37,527 | $6.4M | Add +1.5% |
| SCHD Schwab US DVD Equity ETF | 2.45% | 79,482 | $6.4M | Add +28.8% |
| NVDA Nvidia Corp. | 2.28% | 6,593 | $6.0M | Add +2.3% |
| IWM iShares Russell 2000 ETF | 2.15% | 26,731 | $5.6M | Reduce -3.2% |
| RSP Invesco S&P 500 Equal Weight | 1.97% | 30,410 | $5.2M | Reduce -9.6% |
| MSFT Microsoft Corp. | 1.73% | 10,746 | $4.5M | Add +2.1% |
| IJH iShares Core S&P Midcap ETF | 1.71% | 73,507 | $4.5M | Reduce -7.9% |
| MDY State Street SPDR S&P Midcap | 1.65% | 7,783 | $4.3M | Reduce -3.2% |
| VEU Vanguard Ftse All-World Ex-U | 1.54% | 68,515 | $4.0M | Reduce -0.9% |
| AMZN Amazon.com Inc. | 1.44% | 20,949 | $3.8M | Reduce -1.9% |
| SMMD iShares Russell 2500 ETF | 1.35% | 53,829 | $3.5M | Add +18.1% |
| GOOGL Alphabet Inc. Class A | 0.74% | 12,829 | $1.9M | Add +1.9% |
| IVV iShares Core S&P 500 ETF | 0.68% | 3,369 | $1.8M | Add +3.5% |
| META Meta Platforms Inc. Class A | 0.61% | 3,269 | $1.6M | Add +1.6% |
| MAR Marriott International Class A | 0.60% | 6,251 | $1.6M | Reduce -5.8% |
| EUSA iShares MSCI USA Equal Weigh | 0.54% | 15,591 | $1.4M | Reduce -6.2% |
| MUNI PIMCO Intermediate Municipal | 0.54% | 26,895 | $1.4M | New |
| IWF iShares Russell 1000 Growth | 0.47% | 3,678 | $1.2M | Add +1.0% |
| IUSG iShares Core S&P U.S. Growth | 0.47% | 10,460 | $1.2M | Reduce -0.4% |
| XLK SS Technology Select Sector | 0.45% | 5,654 | $1.2M | Add +2.3% |
| LVHI Franklin International Low V | 0.41% | 35,671 | $1.1M | Add +155.8% |
| V Visa Inc. Class A | 0.37% | 3,495 | $976K | Reduce -2.8% |
| BX Blackstone Inc. | 0.37% | 7,351 | $966K | Add +0.7% |
| BMY Bristol-Myers Squibb Co. | 0.34% | 16,528 | $896K | Add +8.4% |
| IXUS iShares Core Intl Stock ETF | 0.31% | 12,008 | $815K | Reduce -8.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.31% | 21,394 | $811K | Add +4.3% |
| HD Home Depot Inc. | 0.31% | 2,107 | $808K | Reduce -1.9% |
| AIG American International Group | 0.28% | 9,232 | $722K | Add +0.5% |
| VOO Vanguard S&P 500 ETF | 0.28% | 1,499 | $720K | Add +44.0% |
| JEPI JPMorgan Equity Premium Inco | 0.27% | 12,333 | $714K | Add +134.4% |
| COST Costco Wholesale Corp. | 0.26% | 943 | $691K | Add +9.0% |
| VEA Vanguard Ftse Developed ETF | 0.26% | 13,746 | $690K | Add +12.9% |
| LLY Eli Lilly & Co. | 0.26% | 880 | $685K | Add +7.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.25% | 1,568 | $659K | Add +5.8% |
| IWD iShares Russell 1000 Value E | 0.25% | 3,659 | $655K | Add +0.2% |
| MRK Merck & Co. Inc. | 0.25% | 4,876 | $643K | Add +22.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.24% | 1,397 | $620K | Add +6.3% |
| WM Waste Management Inc. | 0.21% | 2,573 | $548K | Add +8.3% |
| AVGO Broadcom Inc. | 0.20% | 404 | $536K | Add +1.0% |
| JPM JPMorgan Chase & Co. | 0.20% | 2,646 | $530K | Add +16.8% |
| WMT Walmart Inc. | 0.19% | 8,144 | $490K | Add +14.3% |
| RACE Ferrari NV | 0.18% | 1,072 | $467K | No change |
| WFC Wells Fargo & Co. | 0.17% | 7,495 | $434K | Add +6.3% |
| PFE Pfizer Inc. | 0.16% | 15,428 | $428K | Add +89.3% |
| MO Altria Group Inc. | 0.16% | 9,788 | $427K | Add +22.4% |
| GOOG Alphabet Inc. Class C | 0.16% | 2,749 | $419K | Add +9.4% |
| UNP Union Pacific Corp. | 0.16% | 1,694 | $417K | Add +80.4% |
| AMGN Amgen Inc. | 0.15% | 1,351 | $384K | Add +18.9% |
| UNH Unitedhealth Group Inc. | 0.15% | 775 | $383K | Add +11.5% |
| JPST JPMorgan Ultra-Short Income | 0.14% | 7,004 | $353K | New |
| CSCO Cisco Systems Inc. | 0.13% | 6,993 | $349K | Add +20.8% |
| BA The Boeing Co. | 0.13% | 1,764 | $340K | Reduce -1.2% |
| FPAYQ Flexshopper Inc. | 0.13% | 223,978 | $334K | Reduce -2.2% |
| KO The Coca-Cola Co. | 0.13% | 5,431 | $332K | Add +27.3% |
| WSM Williams-Sonoma Inc. | 0.13% | 1,035 | $329K | New |
| SMH Vaneck Semiconductor ETF | 0.12% | 1,356 | $305K | No change |
| QCOM Qualcomm Inc. | 0.11% | 1,748 | $296K | Add +12.1% |
| ABBV Abbvie Inc. | 0.11% | 1,603 | $292K | Add +9.4% |
| LOW Lowe's Cos Inc. | 0.11% | 1,135 | $289K | Add +3.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.11% | 1,773 | $289K | Add +0.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.11% | 889 | $285K | Reduce -8.7% |
| MCD McDonald's Corp. | 0.11% | 985 | $278K | Add +24.4% |
| PG The Procter & Gamble Co. | 0.10% | 1,670 | $271K | New |
| GLD SPDR Gold Shares | 0.10% | 1,316 | $271K | Add +0.1% |
| GLW Corning Inc. | 0.10% | 8,150 | $269K | Add +0.9% |
| TXN Texas Instruments Inc. | 0.10% | 1,443 | $251K | New |
| IUSV iShares Core S&P U.S. Value | 0.10% | 2,751 | $249K | Reduce -33.9% |
| PM Philip Morris International | 0.09% | 2,680 | $246K | Add +17.2% |
| PKG Packaging Corp. of America | 0.09% | 1,281 | $243K | New |
| JNJ Johnson & Johnson | 0.09% | 1,534 | $243K | New |
| CMG Chipotle Mexican Grill Inc. | 0.09% | 79 | $230K | New |
| NVO Novo-Nordisk A/S-Spons ADR | 0.09% | 1,766 | $227K | Reduce -20.8% |
| VZ Verizon Communications Inc. | 0.09% | 5,349 | $224K | New |
| MA Mastercard Inc. Class A | 0.08% | 454 | $218K | New |
| VGT Vanguard Info Tech ETF | 0.08% | 416 | $218K | Add +0.2% |
| XOM Exxon Mobil Corp. | 0.08% | 1,869 | $217K | New |
| DHR Danaher Corp. | 0.08% | 856 | $214K | New |
| XT Ishar Fture Exp Tech ETF-Usd | 0.08% | 3,521 | $210K | No change |
| CVS CVS Health Corp. | 0.08% | 2,624 | $209K | New |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.08% | 3,115 | $205K | Reduce -85.9% |
| MDLZ Mondelez International Inc. Class A | 0.08% | 2,881 | $202K | New |
Portfolio Sells Q4 2023 → Q1 2024
| IJR iShares Core S&P Small-Cap E | Reduce -5.9% | 4.43% | −0.77 |
| FUTY Fidelity MSCI US Utilities | Sold out | 0.00% | −0.76 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -85.9% | 0.08% | −0.52 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.1% | 12.49% | −0.51 |
| RSP Invesco S&P 500 Equal Weight | Reduce -9.6% | 1.97% | −0.32 |
| LVHD Franklin U.S. Low Volatility | Sold out | 0.00% | −0.31 |
| IWM iShares Russell 2000 ETF | Reduce -3.2% | 2.15% | −0.24 |
| WSO Watsco Inc. | Sold out | 0.00% | −0.23 |
| IJH iShares Core S&P Midcap ETF | Reduce -7.9% | 1.71% | −0.20 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -2.1% | 2.66% | −0.19 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -0.9% | 1.54% | −0.14 |
| MDY State Street SPDR S&P Midcap | Reduce -3.2% | 1.65% | −0.10 |
| BA The Boeing Co. | Reduce -1.2% | 0.13% | −0.07 |
| EUSA iShares MSCI USA Equal Weigh | Reduce -6.2% | 0.54% | −0.06 |
| IUSV iShares Core S&P U.S. Value | Reduce -33.9% | 0.10% | −0.06 |
| IXUS iShares Core Intl Stock ETF | Reduce -8.5% | 0.31% | −0.06 |
| MAR Marriott International Class A | Reduce -5.8% | 0.60% | −0.04 |
| FPAYQ Flexshopper Inc. | Reduce -2.2% | 0.13% | −0.04 |
| V Visa Inc. Class A | Reduce -2.8% | 0.37% | −0.03 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -20.8% | 0.09% | −0.01 |
| HD Home Depot Inc. | Reduce -1.9% | 0.31% | −0.01 |
| IUSG iShares Core S&P U.S. Growth | Reduce -0.4% | 0.47% | −0.00 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -8.7% | 0.11% | +0.00 |
| AMZN Amazon.com Inc. | Reduce -1.9% | 1.44% | +0.04 |
Portfolio Buys Q4 2023 → Q1 2024
| NVDA Nvidia Corp. | Add +2.3% | 2.28% | +0.90 |
| IWY iShares Russell Top 200 Grow | Add +29.6% | 3.23% | +0.71 |
| MUNI PIMCO Intermediate Municipal | New | 0.54% | +0.54 |
| SCHD Schwab US DVD Equity ETF | Add +28.8% | 2.45% | +0.42 |
| COWZ Pacer US Cash Cows 100 ETF | Add +9.4% | 4.60% | +0.36 |
| LVHI Franklin International Low V | Add +155.8% | 0.41% | +0.24 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +4.3% | 12.06% | +0.21 |
| JEPI JPMorgan Equity Premium Inco | Add +134.4% | 0.27% | +0.15 |
| SMMD iShares Russell 2500 ETF | Add +18.1% | 1.35% | +0.14 |
| JPST JPMorgan Ultra-Short Income | New | 0.14% | +0.14 |
| WSM Williams-Sonoma Inc. | New | 0.13% | +0.13 |
| META Meta Platforms Inc. Class A | Add +1.6% | 0.61% | +0.12 |
| PG The Procter & Gamble Co. | New | 0.10% | +0.10 |
| TXN Texas Instruments Inc. | New | 0.10% | +0.10 |
| PKG Packaging Corp. of America | New | 0.09% | +0.09 |
| JNJ Johnson & Johnson | New | 0.09% | +0.09 |
| CMG Chipotle Mexican Grill Inc. | New | 0.09% | +0.09 |
| VZ Verizon Communications Inc. | New | 0.09% | +0.09 |
| MA Mastercard Inc. Class A | New | 0.08% | +0.08 |
| XOM Exxon Mobil Corp. | New | 0.08% | +0.08 |
| DHR Danaher Corp. | New | 0.08% | +0.08 |
| CVS CVS Health Corp. | New | 0.08% | +0.08 |
| VOO Vanguard S&P 500 ETF | Add +44.0% | 0.28% | +0.08 |
| MDLZ Mondelez International Inc. Class A | New | 0.08% | +0.08 |
| PFE Pfizer Inc. | Add +89.3% | 0.16% | +0.06 |
| UNP Union Pacific Corp. | Add +80.4% | 0.16% | +0.06 |
| MRK Merck & Co. Inc. | Add +22.3% | 0.25% | +0.06 |
| LLY Eli Lilly & Co. | Add +7.5% | 0.26% | +0.06 |
| XLV SS Health Care Select Sector | Add +5.4% | 4.06% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +16.8% | 0.20% | +0.04 |
| WM Waste Management Inc. | Add +8.3% | 0.21% | +0.03 |
| WMT Walmart Inc. | Add +14.3% | 0.19% | +0.03 |
| MO Altria Group Inc. | Add +22.4% | 0.16% | +0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +5.8% | 0.25% | +0.02 |
| MSFT Microsoft Corp. | Add +2.1% | 1.73% | +0.02 |
| KO The Coca-Cola Co. | Add +27.3% | 0.13% | +0.02 |
| COST Costco Wholesale Corp. | Add +9.0% | 0.26% | +0.02 |
| WFC Wells Fargo & Co. | Add +6.3% | 0.17% | +0.02 |
| QCOM Qualcomm Inc. | Add +12.1% | 0.11% | +0.02 |
| ABBV Abbvie Inc. | Add +9.4% | 0.11% | +0.01 |
| BAC Bank of America Corp. | Add +4.3% | 0.31% | +0.01 |
| AVGO Broadcom Inc. | Add +1.0% | 0.20% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Add +12.9% | 0.26% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +9.4% | 0.16% | +0.01 |
| AIG American International Group | Add +0.5% | 0.28% | +0.01 |
| CSCO Cisco Systems Inc. | Add +20.8% | 0.13% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +3.5% | 0.68% | +0.01 |
| AMGN Amgen Inc. | Add +18.9% | 0.15% | +0.01 |
| BMY Bristol-Myers Squibb Co. | Add +8.4% | 0.34% | +0.01 |
| LOW Lowe's Cos Inc. | Add +3.5% | 0.11% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 145 | $405.0M | SCHF, VTI, SPY, DBND, ITOT |
| Q1 2026 | 132 | $361.1M | SCHF, SPY, VTI, DBND, ITOT |
| Q4 2025 | 126 | $348.4M | SPY, VTI, SCHF, DBND, ITOT |
| Q3 2025 | 124 | $332.3M | SPY, VTI, SCHF, DBND, ITOT |
| Q2 2025 | 117 | $302.5M | SPY, VTI, SCHF, ITOT, DBND |
| Q1 2025 | 98 | $264.9M | SPY, VTI, SCHF, ITOT, DBND |
| Q4 2024 | 100 | $312.0M | SPY, VTI, SCHF, ITOT, COWZ |
| Q3 2024 | 100 | $299.9M | SPY, VTI, SCHF, ITOT, COWZ |
| Q2 2024 | 90 | $269.9M | SPY, VTI, SCHF, ITOT, COWZ |
| Q1 2024 | 90 | $261.7M | VTI, SPY, SCHF, ITOT, COWZ |